DiscoverThe Lobster Talks Podcast by Lobster CapitalThis Startup Brought a Remote-Controlled Excavator at Demo Day
This Startup Brought a Remote-Controlled Excavator at Demo Day

This Startup Brought a Remote-Controlled Excavator at Demo Day

Update: 2025-10-14
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Description

A robotaxi playbook… for dirt. Flywheel AI is turning excavators into remotely operated, camera-first machines — collecting the data to make them autonomous next.






In this YC-insider episode, we unpack Flywheel AI’s “Waymo for excavators” strategy: retrofit any machine in hours, deliver value with tele-op now, and use that profitably collected data to train autonomy later. We get into labor shortages, safety economics (OSHA penalties), competitor traps (drive-by-wire only), and how to actually do hardware at YC in 90 days without getting stuck in pilot hell.






You’ll learn



Why construction’s bottleneck is skilled operators — and how tele-op removes it



The dangerous blind-spot reality on sites and the true cost of safety incidents



Flywheel’s retrofit + single-screen UX that works on any excavator brand/size



The autonomy roadmap: camera-only stack, data flywheel, edge-case capture



How to win data rights on site (be the only retrofit, own the dataset)



The YC hardware playbook: sell first, build last; parallelize to kill lead-time






📌 Watch now and subscribe for more smart, fast, founder-first interviews.






Chapters:



00:00 From Sandbox to Real Excavator: The Journey Begins



00:20 Introducing Flywheel AI: Revolutionizing Excavators



01:49 The Labor Shortage Crisis in Construction



03:51 The Dangers of Operating Excavators



05:58 Teleoperation: Enhancing Safety and Efficiency



11:28 The Path to Autonomous Excavators



16:34 Competing in the Autonomous Excavator Market



22:26 Demo Day: Bringing an Excavator to YC



24:37 Returning the Excavator



24:47 Demo Day Setup and Reactions



26:04 Autonomy and Data Training



26:38 Joining YC and Initial Thoughts



28:03 YC's Impact on Hardware Startups



29:18 Building and Iterating Hardware



33:13 Advice for Hardware Startups



34:49 Final Thoughts and Reflections



45:03 Accelerating Iteration Cycles



48:38 Conclusion and Contact Information

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This Startup Brought a Remote-Controlled Excavator at Demo Day

This Startup Brought a Remote-Controlled Excavator at Demo Day

Gabriel Jarrosson